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Michael Thompson

7 Years of Experience
Germantown, TN
Sells Insurance

Michael Thompson is a registered investment advisor at Fcg Investment Company, based in Germantown, TN, with 7 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 351 clients with $570M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10 advisors
Number of Clients
351 clients
Average Client Portfolio
$1.6M average
Assets Under Management
$568.2M

Fee Structure

Minimum Investment:$10K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any0.90%

Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

9040 Garden Arbor Dr, Ste 206, Germantown, TN, 38138

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Michael is an agent with Financial Consulting Group, focusing on fixed insurance sales and marketing/selling life insurance products since June 2021. He spends about 10-20% of his time on this activity.

Employment History
Current Registrations
Fcg Investment Company
April 2020 - Present · 6 yrs
Previous Registrations
Mid Atlantic Financial Management, INC.
July 2018 - June 2020 · 1 yr 11 mos
State Registrations1 state
TN
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Michael Thompson - Financial Advisor | TrueAdvisor